Schwab Strategic Tr us dividend eq shares owned by Wellesley Investment Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Wellesley Investment Partners
from 13F filings
Historical chart of Wellesley Investment Partners investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Wellesley Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $13M | 225k | 55.30 |
| 2020-06-30 | $12M | 224k | 51.75 |
| 2020-03-31 | $11M | 233k | 44.98 |
| 2019-12-31 | $14M | 233k | 57.92 |
| 2019-09-30 | $13M | 238k | 54.78 |
| 2019-06-30 | $13M | 238k | 53.07 |
| 2019-03-31 | $13M | 240k | 52.28 |
| 2018-12-31 | $12M | 247k | 46.97 |
| 2018-09-30 | $13M | 241k | 53.00 |
| 2018-06-30 | $12M | 234k | 49.29 |
| 2018-03-31 | $11M | 225k | 49.03 |
| 2017-12-31 | $12M | 231k | 51.17 |
| 2017-09-30 | $11M | 231k | 46.80 |
| 2017-06-30 | $10M | 228k | 45.10 |
| 2017-03-31 | $9.7M | 218k | 44.58 |
| 2016-12-31 | $9.4M | 216k | 43.57 |
| 2016-09-30 | $8.7M | 207k | 42.31 |
| 2016-06-30 | $8.6M | 208k | 41.44 |
| 2016-03-31 | $7.3M | 183k | 40.09 |
| 2015-12-31 | $6.1M | 158k | 38.55 |
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